Automated Records Center Certification Expiry Tracking
Every Monday, WebRun reviews your certification records in O'Neil Stratus, identifies any staff or facility certifications expiring within 90 days, updates the compliance tracker in Google Sheets, and alerts your compliance manager in Slack.
How do I track and get alerts for expiring records management certifications?
WebRun checks O'Neil Stratus every Monday for staff and facility certifications expiring within 90 days, updates a Google Sheets compliance tracker with current status and urgency color-coding, and posts a prioritized alert to your compliance Slack channel so your team can renew before any certification lapses.
- No NAID or staff certification lapses unnoticed with weekly monitoring
- Compliance tracker stays current without manual data entry
- Most urgent expiries surface at the top of the Slack alert every Monday
Built for records management companies · secure shredding services · NAID-certified destruction operators · records center compliance managers
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
oneilsoftware.comin a real browser with your saved login - no setup, no API keys. -
1
O'Neil Stratus - check certification and credential records
oneilsoftware.com
WebRun opens O'Neil Stratus to check certification and credential records. - Open O'Neil Stratus and review the certification and credential records for staff and facility
- Identify any certifications with an expiry date within the next 90 days
- Capture the certification name, holder, expiry date, and the renewal body or contact
Done when All certifications expiring within 90 days are identified with their details.
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2
Google Sheets - update compliance tracker with expiry status
google.com
WebRun opens Google Sheets to update compliance tracker with expiry status. - Open the compliance tracker Google Sheet and update the status column for each certification
- Add a row for any new expiry flagged this week with the holder name, expiry date, and renewal action needed
- Color-code rows by urgency: red for under 30 days, yellow for 31 to 90 days
Done when The compliance tracker reflects the current expiry status of all certifications.
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3
Slack - alert compliance manager about upcoming expiries
slack.com
WebRun opens Slack to alert compliance manager about upcoming expiries. - Post a summary of certifications expiring within 90 days to the compliance Slack channel
- List the most urgent expiries first with the holder name, certification type, and days remaining
- Tag the compliance manager so the alert is seen and actioned the same day
Done when The compliance manager has a prioritized expiry alert in Slack.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Which certifications does it track?
It tracks any certification or credential recorded in O'Neil Stratus, including NAID AAA certification, ISO credentials, staff training certificates, and any facility-level compliance documents you store there.
How early does it warn about expiring certifications?
It flags certifications expiring within the next 90 days, with color-coded urgency: red for under 30 days and yellow for 31 to 90 days, giving your team enough time to renew.
Will it send renewal notices to certification bodies on its own?
No. WebRun only alerts your internal compliance team via Slack and updates the internal tracker. All renewal applications and external communications are handled by your staff.
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